Advisor at Suarum Investment Management, LLC
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Firm
Suarum Investment Management, LLC
Location
Aspen, CO
Credentials
Series 63, Series 65
Industry experience
33 years
Julie Muraco is a financial advisor at Suarum Investment Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Capital Ideas, Inc., Greenwich Investment Management, Weild & Co., Arrowmark Partners, Stonecastle Securities, and StoneCastle Partners. She also serves as a consultant for business and capital markets through her sole proprietorship, Praeditis Group LLC. Suarum Investment Management provides discretionary portfolio management primarily for institutional and pooled clients, including family offices, foundations, endowments, corporations, and high-net-worth investors. The firm employs a research-driven investment process that integrates qualitative and quantitative analysis, machine-learning models, and proprietary portfolio optimization, with a niche focus on private activity municipal bonds and public-private partnership financing.
$500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $20,000,000: 0.70% $20,000,001 - $30,000,000: 0.60% $30,000,001+: 0.50%
Account minimum: $500,001
Aspen, CO
Colorado
Capital Ideas, Inc.
2024 - Present (2 years)
Greenwich Investment Management, Inc.
2023 - 2023 (1 year)
Weild & Co.
2021 - 2024 (3 years)
Arrowmark Partners
2020 - 2023 (3 years)
Stonecastle Securities, LLC
2013 - 2019 (6 years)
StoneCastle Partners, LLC
2013 - 2020 (7 years)
PRAEDITIS Group LLC
2005 - Present (21 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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CFP®, Series 63
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Series 63, Series 65
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CFA®, Series 63, Series 65
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